How to match expensify transactions imported after QuickBooks Online credit card transactions

Richard9Richard9 Expensify Customer Posts: 1
Hello. i am relatively new to expensify. i downloaded the company credit card transactions into QuickBooks Online. later the President submitted his expensify report as non reimbursable which was approved and imported into Quickbooks online. how do i match up the credit card transactions to the expensify transactions?

Answers

  • April BekkalaApril Bekkala Expensify Customer, Expensify Team Posts: 60 Expensify Team
    Hi there! 
    When matching expenses to transactions being imported into QuickBooks, you'll need to make sure the reports are exported prior to accepting the feed in QuickBooks. Remember, the key is to export the report from Expensify into QuickBooks Online and then accept the bank feed import in QBO after this. More details on this process here. 
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